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NEOS S&P 500 High Income ETF
SPYI

Overview Fund Activity

167 hedge funds and large institutions have $440M invested in NEOS S&P 500 High Income ETF in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 89 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
+33
Holders Change %
+24.63%
% of All Funds
2.22%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
44
Increased
89
Reduced
21
Closed
10
Calls
$2.66M
Puts
$1.54M
Net Calls
+$1.12M
Net Calls Change
+$2.69M

Top Buyers

1
PAG
1
Private Advisor Group
New Jersey
$33.8M
2
SHFP
2
Second Half Financial Partners
Florida
$23.1M
3
GI
3
Gradient Investments
Minnesota
$112M
4
LPL Financial
4
LPL Financial
California
$42.3M
5
MFS
5
Mattson Financial Services
Michigan
$8.62M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$7.96M
2
Jane Street
2
Jane Street
New York
$0
3
SFS
3
Sowell Financial Services
Arkansas
$0
4
CSPIA
4
Cary Street Partners Investment Advisory
Virginia
$0
5
TSS
5
Two Sigma Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PIA
126
Perennial Investment Advisors
California
$254K +$3.05K +60 +1%
CWC
127
Carolinas Wealth Consulting
North Carolina
$243K – – –
DAS
128
Dynamic Advisor Solutions
Arizona
$239K +$239K +4,695 New
TCM
129
Traynor Capital Management
Pennsylvania
$237K -$30.5K -600 -11%
ATPW
130
Ashton Thomas Private Wealth
Arizona
$225K – – –
Bank of America
131
Bank of America
North Carolina
$220K +$220K +4,338 New
AF
132
Allworth Financial
California
$167K +$167K +3,238 New
EWA
133
EP Wealth Advisors
California
$157K +$157K +3,095 New
MA
134
MCF Advisors
Kentucky
$156K +$150K +2,956 +2,548%
CP
135
Castleview Partners
Texas
$154K +$4.06K +80 +3%
PTC
136
Private Trust Company
Ohio
$152K +$152K +3,000 New
CA
137
Continuum Advisory
Idaho
$133K +$10.2K +200 +8%
MWM
138
MGB Wealth Management
Texas
$127K – – –
AWM
139
Atticus Wealth Management
Florida
$105K +$1.53K +30 +1%
HFS
140
HBC Financial Services
Washington
$102K +$1.01K +20 +1%
MA
141
Montag & Associates
Georgia
$60.7K +$13.2K +260 +28%
CFD
142
Creative Financial Designs
Indiana
$55.9K -$35.6K -700 -39%
ACM
143
Anfield Capital Management
California
$55.2K +$55.2K +1,086 New
NA
144
NewEdge Advisors
Louisiana
$33K -$11.2K -220 -25%
MCM
145
MAI Capital Management
Ohio
$33K +$33K +650 New
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$22K +$468 +9 +2%
PS
147
Principal Securities
Iowa
$18.1K +$203 +4 +1%
RCM
148
Raleigh Capital Management
North Carolina
$16.5K – – –
GIA
149
GHP Investment Advisors
Colorado
$12.7K +$458 +9 +4%
AAG
150
Armstrong Advisory Group
Massachusetts
$12.7K +$12.7K +249 New
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